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Vanguard Small-Cap ETF shares owned by Transcendent Capital Group

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Transcendent Capital Group from 13F filings

Historical chart of Transcendent Capital Group investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Transcendent Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Transcendent Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $648k 2.5k 257.97
2025-09-30 $635k 2.5k 254.25
2025-06-30 $613k 2.6k 236.94
2025-03-31 $573k 2.6k 221.71
2024-12-31 $615k 2.6k 240.25
2024-09-30 $606k 2.6k 237.23
2024-06-30 $605k 2.8k 218.07
2024-03-31 $637k 2.8k 228.57
2023-12-31 $605k 2.8k 213.33

More positions owned by Transcendent Capital Group

Allianzim Buffer 15 Uncapped Allocation Etf Allianzim Buf 15 (SPBU)
First Trust Etf Iv First Trust Enhanced Short First Tr Enh New (FTSM)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf S&p 500 Grwt Etf (IVW)
Invesco Ultra Short Duration Etf Ultra Shrt Dur (GSY)
State Street Spdr Portfolio S&p Etf State Street Spd (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Capital Group Core Equity Etf Shs Creation Unit Shs Creation Uni (CGUS)
Vanguard Large-cap Etf Large Cap Etf (VV)
Ea Ser Tr Alpha Architect 1-3 Month Box Alpha Arch 1-3 (BOXX)
Ishares Tr Core S&p Scp Etf Core S&p Scp Etf (IJR)

View all positions for Transcendent Capital Group

Top funds holding Vanguard Small-Cap ETF

Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF